Thanks to the amazing generative-AI assistance of Copilot, you can receive personalized, context-aware information to help you work smarter and faster than ever before.
Context-aware AI summarization by Copilot in Microsoft Dynamics 365 streamlines operations. Copilot synthesizing data from multiple sources across Supply Chain Management, Finance, Commerce, and Human Resources.
It then delivers clear, actionable insights from ERP data.
This generative AI feature eliminates context-switching and allows users to make better decisions faster. Insights that used to require literally dozens of clicks, searches, and views in multiple windows—and a lot of deep thinking about complex data—are now presented to the right user, at the right time, automatically.
What do we mean by “context-aware”? One meaning is that Copilot summarizes data based on the user’s role to deliver real-time, role-specific insights.
Examples:
Traditionally, procurement managers had to navigate multiple forms to understand vendor performance. Copilot summaries streamline these insights to provide quick access to crucial information, such as: active contracts, purchase orders, late deliveries, and overdue payments.
For accounts payable teams, however, the vendor summary presents essential financial details about a vendor.
For both roles, the vendor summary enables faster, data-driven decisions for better vendor interactions. Real-time vendor summary helps optimize supplier interactions and negotiations.
Another perspective on “context-aware” is AI summarization based on task.
Consider purchase and sales orders. Procurement and sales teams often spend significant time following up on open orders. To get a comprehensive overview or to pinpoint the lines that need attention is challenging, when the necessary data is spread across multiple forms. Copilot summaries consolidate the information, for users to easily identify critical items. For example the Copilot sales order summary highlights potential delivery issues, to aid efficient order management and improved customer service.
It’s not just about summarizing data, AI summarization also facilitates quicker action on next steps. Copilot’s summary includes convenient, one-click ,filtering options, for users to swiftly access the information on which to act. One-click filtering options in the Copilot summary help users quickly find relevant information .
When it comes to customer information, “context-aware” refers to everything that creates a relationship between an organization and its customers—information that’s often found in multiple, disparate tables, reports, and modules.
Copilot addresses the challenges faced by roles such as: accounts receivable agents, sales order agents, and customer account managers, who need comprehensive and role-specific information about customers that’s often scattered across multiple systems.
Accounts receivable teams need quick access to open invoices, while sales order teams require details on open orders and shipments.
Copilot consolidates all relevant data into a single, context-aware summary that’s specific to each role, allowing agents and account managers to tailor their interactions with customers, strengthen relationships, and enhance operational efficiency.
